In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Avenir Tech Ltd reported 30 stock positions worth $611.6 million . Its top holding was iShares Bitcoin Trust ETF (IBIT) at 72.3% of the portfolio, followed by Up Fintech Holding Ltd. - ADR (TIGR, 15.7% ) and Spac & New Issue ETF (SPCK, 2.0% ). Compared with Q1 2026, it opened 12 new positions, sold out of 3, added to 3 and reduced 1. The biggest buy was Up Fintech Holding Ltd. - ADR (TIGR, shares +111% ) and the biggest sale iShares Bitcoin Trust ETF (IBIT, shares −27% ).
Location CENTRAL, HONG KONG, K3
CIK 0002029708
Portfolio Value $611.6M (Q2 2026) Holdings 30 stocks · $611.6M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 IBIT iShares Bitcoin Trust ETF 13,289,697 $442.4M Reduce -27.3% TIGR Up Fintech Holding Ltd. - ADR 21,811,000 $96.0M Add +110.8% SPCK Spac & New Issue ETF filed as COLLABORATIVE INVESTMNT SER 72,930 $12.3M New AMD Advanced Micro Devices 14,838 $8.6M New BITB Bitwise Bitcoin ETF 173,163 $5.5M No change MRVL Marvell Technology Inc. 18,344 $5.5M New MFI MF International Ltd. Class A filed as MF INTL LTD 500,000 $4.6M No change ARM Arm Holdings PLC-ADR 12,256 $4.3M New LRCX Lam Research Corp. 9,618 $4.2M New MU Micron Technology Inc. 3,552 $4.1M New AMAT Applied Materials Inc. 5,354 $3.9M New ALAB Astera Labs Inc. 7,854 $3.8M New ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1,572 $3.1M Add +2145.7% FBTC Fidelity Wise Origin Bitcoin 58,616 $3.0M No change INTW Granite 2X Long Intc ETF 48,407 $2.5M New XXI Twenty One Capital Inc. Class A 400,000 $2.0M No change AMDL Graniteshares 2XLONG AMD ETF 18,395 $1.5M New HOOD Robinhood Markets Inc. Class A 11,797 $1.2M Add +843.8% WDH Waterdrop Inc. 859,202 $971K No change ETHA iShares Ethereum Trust ETF 59,464 $707K No change HSDT Solana Co. 290,655 $480K No change BMNR Bitmine Immersion Technologi 29,105 $387K No change KLAR Klarna Group PLC 18,000 $364K New GS Goldman Sachs Group Inc. 50 $51K No change GOOG Alphabet Inc. Class C 100 $35K No change AAPL Apple Inc. 100 $29K No change META Meta Platforms Inc. Class A 50 $28K No change ASTS Ast Spacemobile Inc. 10 $889 New PDD PDD Holdings Inc. 1 $76 No change IQ Iqiyi Inc.-ADR 1 $1 No change
Options reported separately and not counted above: INTEL CORP calls ($59.3M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $60K (not counted above) Total filed on the 13F, all lines: $611.6M.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ IBIT iShares Bitcoin Trust ETF Reduce -27.3% 72.34% −16.60 NVDA Nvidia Corp. Sold out 0.00% −0.04 TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.02 AVGO Broadcom Inc. Sold out 0.00% −0.01
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ TIGR Up Fintech Holding Ltd. - ADR Add +110.8% 15.69% +7.44 SPCK Spac & New Issue ETF New 2.02% +2.02 AMD Advanced Micro Devices New 1.41% +1.41 MRVL Marvell Technology Inc. New 0.89% +0.89 ARM Arm Holdings PLC-ADR New 0.71% +0.71 LRCX Lam Research Corp. New 0.68% +0.68 MU Micron Technology Inc. New 0.67% +0.67 AMAT Applied Materials Inc. New 0.63% +0.63 ALAB Astera Labs Inc. New 0.62% +0.62 ASML ASML Holding NV-NY Reg SHS Add +2145.7% 0.51% +0.50 INTW Granite 2X Long Intc ETF New 0.40% +0.40 AMDL Graniteshares 2XLONG AMD ETF New 0.25% +0.25 HOOD Robinhood Markets Inc. Class A Add +843.8% 0.19% +0.18 KLAR Klarna Group PLC New 0.06% +0.06 ASTS Ast Spacemobile Inc. New 0.00% +0.00
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ INTEL CORP call New 425,000 $59.3M ISHARES BITCOIN TRUST ETF put Sold out 200 $8Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 30 $611.6M IBIT, TIGR, SPCK, AMD, BITB Q1 2026 21 $789.5M IBIT, TIGR, BITB, MFI, FBTC Q4 2025 24 $1.0B IBIT, TIGR, BITB, FBTC, XXI Q3 2025 22 $1.3B IBIT, TIGR, FBTC, ETHA, WDH Q2 2025 36 $1.2B IBIT, TIGR, RDDT, FBTC, OKLO Q1 2025 21 $737.6M IBIT, TIGR, BA, FBTC, TSM Q4 2024 6 $603.5M IBIT, FBTC, META, GS, AAPL Q3 2024 6 $22.3M IBIT, META, GS, FBTC, AAPL Q2 2024 6 $383.5M FBTC, IBIT, META, GS, AAPL